Unclaimed Profile

Patrick Clinton Duff

MONETA GROUP INVESTMENT ADVISORS, LLC·CLAYTON, Missouri

Clean recordMONETA GROUP INVESTMENT ADVISORS, LLC

100 SOUTH BRENTWOOD, SUITE 500, CLAYTON, MO 63105CRD# 2422732Firm CRD# 104727

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patrick Clinton Duff · CLAYTON, MO

Registration

CRD #2422732 · MONETA GROUP INVESTMENT ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Patrick Clinton Duff is a registered financial advisor based in CLAYTON, Missouri, affiliated with MONETA GROUP INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

MONETA GROUP INVESTMENT ADVISORS, LLC

AUM

$37.5B

Regulatory assets under management

Employees

501

Total firm employees

View all advisors at MONETA GROUP INVESTMENT ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2422732

Firm CRD# 104727

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Patrick Clinton Duff offer?

Patrick Clinton Duff specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CLAYTON, Missouri for a consultation.

What are Patrick Clinton Duff's credentials?

Patrick Clinton Duff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick Clinton Duff located?

Patrick Clinton Duff is based in CLAYTON, Missouri, working with MONETA GROUP INVESTMENT ADVISORS, LLC. Their office serves clients in the CLAYTON metropolitan area and surrounding communities.

How does Patrick Clinton Duff charge for services?

Patrick Clinton Duff's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MONETA GROUP INVESTMENT ADVISORS, LLC?

MONETA GROUP INVESTMENT ADVISORS, LLC has approximately 501 employees and manages $37.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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